Director, Investment Operations

Director, Investment Operations

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress, and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

Everest Group is seeking to add a Director, Investment Operations to the Investments Team in our Warren, NJ Headquarters. This is a hybrid position working 3 days in office, 2 remote.

As the Director of Investment Operations, you will support both your team's internally managed portfolios and take on responsibilities for externally managed portfolios and investments. You will play an integral role in enhancing the group's operational infrastructure and will be a key point of contact for various external parties, including custodians, dealers, external investment managers, and other vendors.

Responsibilities : Trade Management

Manage day-to-day relationships with Everest's investment custody banks

Lead reconciliation of Investment Book of Record (IBOR) to custodians

Support trade confirmation, settlement, allocation, and reconciliation processes

Support asset transfers

Administer Society for Worldwide Interbank Financial Telecommunication (SWIFT) and bank identifier code (BIC)

Track and manage capital calls and distributions for private investments

Actively manage any issues that arise relating to the trade process

Administer Bloomberg, including setting up new accounts and new users

Controls

Design, document, and update control processes as necessary

Serve as a point person for Internal Audit and External Audit interactions and requests

Data Management

Maintain oversight of investment data and systems vendors

Assist with security master file (SMF) creation and updates as necessary for new manager relationships and new investments on an ongoing basis

Support data integrity processes on an ongoing basis

Record Keeping

Keep record of all final deal documentation, including updates to the following types of documents :

Investment Management Agreements (IMAs)

Form ADVs

Sarbanes-Oxley Compliance (SOC) documentation

Support the documentation of the Investment Advisory Committee (IAC)

Vendor Management

Manage vendor invoice process with team members. Check calculations against contracts and ensure invoices are paid in a timely manner. Keep a record of ongoing expenses

Support due diligence and procurement process for new vendors

Work Experience and Qualifications :

7-15 years of experience in investment operations

Experience with private market investments (fixed income, equity, partnerships)

Familiarity with Bloomberg and custody bank portals

Proficient in Excel and Power BI

Bachelor's degree in Finance or related field

Master's degree in business, finance, or a professional designation (CPA, CFA) a plus

Experience using VBA, SQL, and / or Python a plus

Familiar with Aladdin and Oracle a plus

Work experience at an insurance / reinsurance company a plus

The base salary range for this position is $150,000 - $175,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications, and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays, and paid time off (PTO).

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders, and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors.

Our Values are the guiding principles that inform our decisions, actions, and behaviors. They are an expression of our culture and an integral part of how we work : Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.

Our Colleague Behaviors define how we operate and interact with each other no matter our location, level, or function : Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.

Type : Regular

Time Type : Full time

Primary Location : Warren, NJ